See all customer accounts when you enter Receipts and Refunds

TABLE OF CONTENTS

• Introduction
• See all customer accounts when you enter Receipts and Refunds

Introduction

When you access the Post Receipts and Refunds screen you may not be able to see all or any bill payer accounts on the screen, depending on your settings.

See all customer accounts when you enter Receipts and Refunds

When you go to Fees>Collections>Post Receipts and Refunds you should see all bill payer accounts active (accounts with a balance or where the contact has a pupil at the school) in the main grid.

If you cannot see all bill payers accounts, deselect the Show Only Receipts/Refunds to Post tick box at the top of the screen.

You only use this setting when you view the accounts with transactions previously entered ready for posting.

Note: For more information on working with the Post Receipts and Refunds screen, please see the Engage Fees Collections guide.